CA
Registered Representative - State Farm Agent Team Member
- Salary
- $75K–$125K
- Hiring from
- United States
- Work type
- Hybrid
- Posted
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Benefits:
- Health insurance
- Paid time off
- Parental leave
- Signing bonus
- Training & development
- Vision insurance
- 401(k) matching
- Competitive salary
- Dental insurance
- Flexible schedule
Financial Services Representative
Established Book of Business — No Starting From Zero
ROLE DESCRIPTION
As a Registered Representative - State Farm Agent Team Member with Carter Nicholson - State Farm Agent, you’ll step into a financial services opportunity with something many professionals spend years trying to build:
An established book of business with existing customer relationships ready to be worked.
You are not starting from zero. Our agency already serves an established customer base, creating immediate opportunities to have meaningful financial conversations, uncover additional needs, deepen relationships, and help customers work toward their financial goals.
We provide the opportunity and customer base. You bring the drive, discipline, and ability to turn those opportunities into results.
We’re looking for a motivated, competitive, and relationship-driven professional who wants to build a successful career in financial services. You should enjoy working with people, setting and exceeding goals, and helping customers make smart decisions about their financial future.
This is an opportunity for someone who wants to produce, grow, and be rewarded for results while doing work that genuinely matters.
WHAT YOU’LL DO
- Proactively work our existing book of business to identify financial services opportunities.
- Build deeper relationships with customers who already do business with our agency.
- Conduct financial needs conversations to uncover goals, concerns, and opportunities.
- Educate customers on investment and financial products and recommend appropriate solutions.
- Develop and consistently work a strong pipeline of opportunities.
- Follow up with customers and turn conversations into long-term relationships.
- Generate additional opportunities through referrals and relationship building.
- Stay knowledgeable about financial products, markets, and industry developments.
- Maintain accurate customer documentation and follow applicable compliance and regulatory standards.
WHAT WE’RE LOOKING FOR
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Competitive & Results-Driven — You enjoy setting goals, producing results, and winning.
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Relationship-Focused — You genuinely enjoy working with people and earning their trust.
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Sales-Minded — You’re comfortable uncovering needs, making recommendations, following up, and asking for the business.
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Self-Motivated — When you see an opportunity, you take ownership and pursue it.
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Coachable — You want feedback, training, and opportunities to become better at your craft.
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Professional & Trustworthy — You understand the responsibility that comes with helping customers make important financial decisions.
- Strong communication, organization, and analytical skills.
- Interest in investing, financial planning, and financial markets.
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SIE and/or Series 6, 63, or 65 licensing preferred.
WHY THIS OPPORTUNITY STANDS OUT
You don't have to spend years building a book before you have people to talk to.
You’ll have access to an established customer base with real relationships and real opportunities from day one.
That allows you to focus your energy on what matters:
Build relationships. Uncover needs. Provide solutions. Earn referrals. Produce results. Grow your career.
We want someone who sees an established book of business and thinks, “Give me the opportunity—I’ll go to work.”
If you’re ambitious, competitive, coachable, and ready to turn opportunity into results while helping customers build stronger financial futures, we want to meet you. Apply today.
Flexible work from home options available.
Compensation: $75,000.00 - $125,000.00 per year
Are You Driven & Ambitious?
We are a growing agency with big dreams and lots of potential. We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. If you want to work in an environment that is fun, challenging, and rewarding, then Carter Nicholson - State Farm Agent may be the right fit for you!
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
- I have been a State Farm agent since 2012.
- I am a proud graduate of University of Georgia.
- Our agency has received awards including: Chairman's Circle, Ambassador Travel, Legion of Honor, National Quality Award, Silver Scroll, and New Agent Program Qualifier
Apply now and let us put you on the path to success.
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
